Birch Capital Management’s Paychex PAYX Stock Holding History

Birch Capital Management’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-798	Closed	-$73.5K	–	82
2026 Q1	$73.5K	Hold	798	–	–	0.04%	69
2025 Q4	$89.5K	Sell	798 -266	-25%	-$31.1K	0.04%	66
2025 Q3	$135K	Sell	1,064 -5,991	-85%	-$831K	0.07%	61
2025 Q2	$1.03M	Hold	7,055	–	–	0.53%	40
2025 Q1	$1.09M	Hold	7,055	–	–	0.57%	38
2024 Q4	$989K	Sell	7,055 -11	-0.2%	-$1.56K	0.5%	39
2024 Q3	$948K	Hold	7,066	–	–	0.46%	43
2024 Q2	$838K	Hold	7,066	–	–	0.44%	43
2024 Q1	$868K	Sell	7,066 -501	-7%	-$60.8K	0.45%	46
2023 Q4	$901K	Sell	7,567 -1,631	-18%	-$193K	0.52%	42
2023 Q3	$1.06M	Hold	9,198	–	–	0.67%	36
2023 Q2	$1.03M	Sell	9,198 -1,918	-17%	-$210K	0.63%	39
2023 Q1	$1.27M	Sell	11,116 -150	-1%	-$17.1K	0.82%	35
2022 Q4	$1.3M	Sell	11,266 -1,690	-13%	-$198K	0.9%	34
2022 Q3	$1.45M	Hold	12,956	–	–	1.1%	30
2022 Q2	$1.48M	Sell	12,956 -3,365	-21%	-$423K	1.05%	31
2022 Q1	$2.23M	Hold	16,321	–	–	1.37%	26
2021 Q4	$2.23M	Sell	16,321 -321	-2%	-$39.7K	1.34%	25
2021 Q3	$1.87M	Hold	16,642	–	–	1.27%	26
2021 Q2	$1.79M	Hold	16,642	–	–	1.21%	26
2021 Q1	$1.63M	Sell	16,642 -3,793	-19%	-$349K	1.2%	29
2020 Q4	$1.9M	Hold	20,435	–	–	1.45%	24
2020 Q3	$1.63M	Hold	20,435	–	–	1.42%	25
2020 Q2	$1.55M	Hold	20,435	–	–	1.45%	25
2020 Q1	$1.29M	Hold	20,435	–	–	1.48%	28
2019 Q4	$1.74M	Buy	+20,435	New	+$1.72M	1.7%	23

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Birch Capital Management's PAYX Position: Q2 2026 in Review

Birch Capital Management sold out of Paychex (PAYX) in Q2 2026, closing a stake of 798 shares — an estimated $73.5K sold.

Birch Capital Management first reported a position in PAYX in Q4 2019 and held it in 26 quarters. The position peaked at $2.23M in Q4 2021. 1,532 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Birch Capital Management reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
Birch Capital Management sold 798 Paychex shares in Q2 2026, an estimated $73.5K.
Birch Capital Management first reported a position in Paychex in Q4 2019 and held it in 26 quarters.
Birch Capital Management's Paychex position peaked at $2.23M in Q4 2021.
1,532 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.